Portfolio IQ

The Portfolio IQ series offers a unique look inside the personal portfolios of professionals who are tasked with providing financial advice for a living.

Excluding total dollar amounts, this feature details the specific holdings of individual financial professionals along with the story of how and why each portfolio is built and managed in a particular manner.

The goal is to illustrate that there are multiple ways to navigate market conditions and economic cycles, while factoring in the significant context of where a specific financial professional is in his or her life and career.
If you are interested in being featured in Portfolio IQ, please email [email protected].